Learn & Insights

Practical guidance for executors, estate lawyers, and trust officers focused on financial asset discovery, fiduciary documentation, and institutional due diligence during estate administration.

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Frequently Asked Questions

Common questions about our process, timeline, and deliverables.

A credit report only lists liabilities (debts) and inquiries. It does not list assets like bank account balances, insurance policies, or brokerage accounts. Our Estate Asset Profile combines credit data with active legal outreach to financial institutions to positively identify and verify assets.
Yes. To legally request information from financial institutions regarding a decedent's accounts, we must present valid authority along with the Death Certificate.
An initial report is delivered within five business days summarizing notifications issued and early responses received. A comprehensive follow-up report is provided at thirty business days, reflecting institutional responses received during the search period. Any material correspondence received after thirty business days will be forwarded and documented accordingly.
Missingwealth offers separate Estate Asset Profile searches for the United States and Canada. Each jurisdiction is conducted independently due to regulatory and institutional differences.
A 'nil' result remains an important component of the estate record. We provide a documented report summarizing the institutions contacted and the responses received. This record supports the executor's demonstration of reasonable due diligence in identifying financial assets.

Yes. We recommend EstateExec, a leading estate administration platform designed to help executors and estate professionals manage estate tasks, track assets and liabilities, organize documents, and generate accounting reports in one centralized system.

While Missingwealth focuses on asset discovery and financial institution notifications, EstateExec helps organize and manage the overall administration process. Many of our clients find that using both services together creates a more efficient and organized estate workflow.

Learn more about EstateExec here.

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Our support team is available Mon-Fri, 9am-6pm EST.

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